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Leadership
Team Members
Leadership & Executive Team
Bret Ke Danielle
CEO & Founder
Ian Hudson
Chief Operating Officer (COO)
Lillian Stella
Chief Compliance & Client Relations Officer (CCRO)
Crise Jordan
Chief Financial Services Officer (CFSO)
Rose Taylor
Deputy Director – Financial Operations
Sara Rosi
Head – Customer Success & Outreach
Rafeel Nidal
Vice President – Data & Risk Analytics